13F filer

Legacy Private Trust

As of Sep 30, 2026 Filed Oct 6, 2026 CIK 1352547 SEC filings ↗

13F Value

$1.83B

Positions

272

Top Position

IVV13.6%

Top 5

33.8%

Latest filing changes

vs Jun 30, 2026

1 MUB iShares National Muni Bond ETF +336.1%+$24.5M

2 BOND PIMCO Active Bond Exchange-Traded Fund +45.7%+$13.1M

3 JPST JPMorgan Ultra-Short Income ETF +174.6%+$7.1M

4 BFC Bank First >999%+$5.5M

5 GVI iShares Intermediate Government/Credit Bond ETF +276.8%+$4.0M

Holdings272

#
1	IVV iShares Core S&P 500 ETF	13.6%	$247.9M	-0.8%	323.7K	13.5%	ETF
2	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	9.5%	$173.3M	-1.7%	463.1K	9.7%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	4.4%	$81.1M	+1.9%	1.15M	4.4%	ETF
4	AAPL Apple	3.3%	$59.7M	-1.9%	179.3K	2.9%	Common Stock
5	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	3.1%	$56.5M	-2.1%	613.6K	3.1%	ETF
6	NVDA NVIDIA	3.0%	$54.5M	-1.9%	238.6K	2.7%	Common Stock
7	BND Vanguard Total Bond Market Index Fund — ETF Shares	2.5%	$45.3M	-18.6%	645.2K	3.2%	ETF
8	BOND PIMCO Active Bond Exchange-Traded Fund	2.3%	$41.9M	+45.7%	481.4K	1.7%	ETF
9	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 111,550 reported quantity $38,382,123 reported value	2.1%	$38.4M	-0.9%	111.5K	2.2%	Common Stock
10	VXF Vanguard Extended Market Index Fund — ETF Shares	2.0%	$37.4M	-1.1%	161.6K	2.2%	ETF
11	SCHB Schwab U.S. Broad Market ETF	2.0%	$36.6M	-0.3%	1.25M	2.0%	ETF
12	MSFT Microsoft	2.0%	$35.8M	-0.6%	69.7K	1.4%	Common Stock
13	MUB iShares National Muni Bond ETF	1.7%	$31.8M	+336.1%	314.8K	0.4%	ETF
14	AVGO Broadcom	1.7%	$30.2M	-1.3%	85.9K	1.8%	Common Stock
15	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.5%	$27.5M	+0.2%	463.7K	1.5%	ETF
16	JPM JPMorgan Chase	1.3%	$24.4M	-1.9%	73.9K	1.4%	Common Stock
17	LLY Eli Lilly	1.3%	$23.9M	+14.3%	20.7K	1.2%	Common Stock
18	AMZN Amazon	1.3%	$23.0M	-0.6%	92.4K	1.2%	Common Stock
19	JMBS Janus Henderson Mortgage-Backed Securities ETF	1.2%	$22.6M	-11.3%	533.9K	1.5%	ETF
20	AGG iShares Core U.S. Aggregate Bond ETF	1.1%	$19.6M	-5.6%	207.8K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing4

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.